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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant? -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (4446)	8/9/1999 8:55:00 AM
From: Ian@SI	Respond to of 4697

Zeev, Perhaps, demand is growing faster than we think... Ian August 9, 1999 Taiwan Semicon Mfg July Sales Up 117% On Yr At NT$6.59B TAIPEI -- Taiwan Semiconductor Manufacturing Co.'s (TSM) sales surged 117% in July to a record NT$6.59 billion (US$1=NT$32.129) from NT$3.03 billion a year previously, the world's largest pure chip foundry said in a press release on Monday. Month-on-month, sales were up 15% from June levels, it added. TSMC said its capacity was fully utilized last month amid continued growth in the chip market. Accumulated sales for January-July, meanwhile, amounted to NT$36.32 billion, up 19.6% from NT$30.37 billion during the same seven-month period in 1998, according to the release. Most listed companies are required to disclose their July sales figures by Aug. 10.

To: Zeev Hed who wrote (4446)	8/9/1999 10:42:00 AM
From: All Mtn Ski	Read Replies (1) \| Respond to of 4697

Zeev, It is tough to get a handle of the wafer industry. I have found it the least transparent of all the tech industries. We as investors are in the dark more than we should be, and all my attempts (as an outsider) to get some concrete data on this industry have mostly been in vain. I listened to the 2Q CC for WFR, they didn't say they were near full capacity, but then, in my previous post, a Japanese offical says 8" is currently at capacity for the whole industry. Who do you believe? I guess they both could be right on some level, but why, as investors, should industry capacity levels be so elusive? One thing is for sure, business fundamentals are improving, I'd rather read about potential price increases and near full capacity, than the stuff I was reading about last year. Tom